KONDO WEALTH ADVISORS, LLC
Legal name: KONDO WEALTH ADVISORS
CRD #134998 SEC #801-78518 PASADENA, CA 626-449-7783
SEC Registered
Total AUM
$121.1M
Discretionary
$0
Employees
7
Clients
101
Accounts
904
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2015 | $137.7M | $0 | $137.7M | 7 | 300 |
| Aug 2014 | $121.1M | $0 | $121.1M | 7 | 415 |
| Mar 2014 | $121.1M | $0 | $121.1M | 7 | 415 |
| Sep 2013 | $103M | $0 | $103M | 4 | 316 |
| Aug 2013 | $103M | $0 | $103M | 4 | 316 |
DateFeb 2015
Total AUM$137.7M
Discretionary$0
Non-Disc.$137.7M
Employees7
Clients300
DateAug 2014
Total AUM$121.1M
Discretionary$0
Non-Disc.$121.1M
Employees7
Clients415
DateMar 2014
Total AUM$121.1M
Discretionary$0
Non-Disc.$121.1M
Employees7
Clients415
DateSep 2013
Total AUM$103M
Discretionary$0
Non-Disc.$103M
Employees4
Clients316
DateAug 2013
Total AUM$103M
Discretionary$0
Non-Disc.$103M
Employees4
Clients316